LSVQX Mutual Fund

LSVQX Mutual Fund (LSV Small Cap Value Fund) is managed by LSV Asset Management with $683.1M in net assets. LSVQX expense ratio is 0.83%, holding 223 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2013-02-28.

LSVQX performance shows a YTD return of 20.24%. The 1-year return is 31.42% and the 5-year return is 10.04%. LSVQX dividend yield stands at 6.71%, paid annually.

LSVQX top holdings include Ryder System Inc (1.5%), Jazz Pharmaceuticals Plc. (1.5%), Matador Resources Co (1.3%), Enersys (1.2%), Oshkosh Corp. (1.2%). Go to all LSVQX holdings, LSVQX sectors, or LSVQX dividends.

LSVQX can be compared against other funds. Use LSVQX overlap to find shared positions, or LSVQX vs another fund for a side-by-side view. LSVQX alternatives are available via the screener, along with tax-loss harvesting opportunities.